Taiwanese IC design companies are diving into data centers.

To address the rising memory demand of the AI boom, Samsung is resuming the construction of its new Pyeongtaek plant 5 (P5), with construction beginning as early as the third quarter of 2024 and completion estimated by April 2027.

According to PR Newswire and Evertiq, SK keyfoundry has announced that it has secured key device characteristics for a 650V GaN High Electron Mobility Transistor (HEMT).

The demand for enterprise AI is huge, and the supply chain has started to make plans.

Amid souring ties over geopolitical tensions, India has been tightening visas for incoming Chinese nationals, which Indian electronics industry insiders believe to have a negative economic impact on its supply chain development.

Taiwan-based notebook ODMs typically anticipate a flat or only minor increase in third-quarter shipments due to the high base from the previous quarter.

Following in the footsteps of the EU's regulations, India is reportedly considering implementing a timeline for standardized charging port requirements for consumer electronics by 2025 and 2026, a move that could potentially have the greatest impact on older iPhone models sold in India.

In a surprising shift within Taiwan's competitive mobile phone market, Samsung Electronics is anticipated to outpace Apple in monthly sales as early as June 2024. Industry insiders cite two key factors driving this change.

As Xiaomi is expected to celebrate its tenth anniversary in entering India in July, the company is strategizing to pivot towards premiumization, AIoT, ecosystem integration, and local manufacturing to reclaim its leadership position in the country.

In-house production of lithium battery cells by some US-based manufacturers is not going as smoothly as expected due to delays in factory construction and manufacturing progress, according to related supply chain sources in the US.

Nissan Motor recently announced that Dongfeng Nissan, its joint venture in China, had shut down production at a facility in Changzhou last week. The act was part of Nissan's efforts to optimize its performance in the world's largest car market.

The global rare earth supply chain is undergoing a restructuring as countries actively invest in the sector to reduce their reliance on China, especially for permanent magnets used in electric vehicles, wind turbines, and drones.

Taiwan Fertilizer, the island's largest ammonia supplier, has inaugurated its Advanced Business Research Center at its Miaoli plant, marking a significant pivot towards clean energy.

As global tech behemoths ramp up investments in Taiwan, establishing R&D centers and operational hubs, the focus on power supply sources and stability has intensified, especially in alignment with the net-zero emission trend.

The global economic landscape is shifting from an era of globalization towards one of de-globalization, where geopolitics and borders are regaining importance. This is being driven by political factors, with recent European elections indicating a potential move towards more protectionist, inward-looking policies focused on competitiveness rather than free trade agreements.

The US Navy is boosting its deployment of artificial intelligence that automatically detects targets after successfully testing it on underwater drones, according to defense officials.

Taiwan's space industry is gearing up for a significant leap forward, industry leaders revealed at a recent forum following the Satellite 2024.

Disruptive innovation can transition companies from fiercely competitive 'red ocean' markets to 'blue oceans' of new opportunities. Ultimately, the goal is to reach the 'black ocean'—the vast, untapped potential of space, transcending Earth's markets to exploit the limitless possibilities of the cosmos.

Taiwan-based Display Driver IC (DDI) vendors are upbeat about the upcoming high season in the second half of 2024, as inventory in the supply chain has returned to healthy levels and demand from various consumer market segments remains stable, according to industry sources.

Taiwan-based Passive Matrix OLED (PMOLED) panel maker WiseChip Semiconductor will diversify its business model in 2024, making adjustments to its organization and strategies, and actively deploying new cloud and green energy businesses.

BOE Technology, the largest Chinese display panel manufacturer, is reportedly placing equipment orders for its 8.6-generation (8.6G) OLED panel plant under construction in China. Many South Korean equipment makers, including Sunic System, Avaco, Shinsung E&G, and DMS, are expected to benefit as potential suppliers.